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Sponsor portfolio

OAKBROOK CORPORATION

EIN 39-1591030-real estate-Latest filing 2025
Plans
2
Retirement
1
$13.7M assets
Welfare
1
$1.7M premiums
Participants
544
2 SCIENCE COURT - MADISON, WI 53711608-443-1050oakbrookcorp.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#001401k-$13.7M - 345 part#501Fully Insured-$1.7M - 202 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 202 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Life$158K
  • Short-term disability$158K
  • Long-term disability$158K
  • Other$158K
  • Dental$106K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • DEAN HEALTH PLAN INC84%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
  • DELTA DENTAL OF CALIFORNIA6%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • M3 INSURANCE SOLUTIONS INC96%
  • WATCHTOWER BENEFITS, LLC4%
Total $55K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

OAKBROOK CORPORATION SALARY DEFERRAL PROFIT SHARING PLAN

401k

Assets$13.7M
Participants345
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OAKBROOK CORPORATION EMPLOYEE WELFARE

Fully Insured - DEAN HEALTH PLAN

Premiums$1.7M
Covered lives202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OAKBROOK CORPORATION SALARY DEFERRAL PROFIT SHARING PLAN401k$13.7M3452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OAKBROOK CORPORATION EMPLOYEE WELFAREFully InsuredDEAN HEALTH PLAN$1.7M2022025
Retirement plans
Welfare plans
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